Core Insights - Travel + Leisure Co. (NYSE:TNL) is identified as one of the most undervalued travel stocks by hedge funds, with a focus on digital transformation and AI integration to enhance member experiences [1][2]. Group 1: Strategic Collaborations - Cognizant has renewed a multi-million-dollar strategic collaboration with Travel + Leisure Co. to expedite its digital transformation, focusing on modernizing technological infrastructure and employing AI [1]. - The agreement includes optimizing Travel + Leisure Co.'s technology ecosystem using Cognizant's hospitality expertise, aimed at improving digital service experiences for travel club members and 800,000 owner families [2]. Group 2: Company Developments - Travel + Leisure Co. celebrated the official opening of its new global headquarters in Downtown Orlando, attended by development partners, local leaders, and associates [3]. - The company offers a range of services including vacation ownership, managed rental, and exchange services, along with comprehensive cruise coverage that features various cruise types such as Alaskan, All-Inclusive, Caribbean, Disney, European, Family, and River cruises [4].

Core Insights - FTAI Aviation Ltd. has shown consistent growth, with a significant increase in revenue and a successful acquisition of LMCES, leading to raised price targets by analysts [1][4]. Financial Performance - In Q2 2025, FTAI reported an EPS of $1.57, exceeding analyst expectations of $1.37 [2]. - The Aerospace Products Adjusted EBITDA increased by 26% to $164.9 million compared to the previous quarter [2]. Acquisition Details - On September 9, 2025, FTAI finalized the acquisition of Lockheed Martin Commercial Engine Solutions (LMCES), gaining access to a 526,000-square-foot facility for aircraft engine maintenance, repair, and exchange in Québec [3]. Analyst Ratings - Following the positive financial results and acquisition, BTIG raised its price target for FTAI from $190 to $230 while maintaining a Buy rating [4]. - FTAI has demonstrated a remarkable 10-year performance of 1528.05%, indicating strong long-term growth potential [4]. Company Overview - Founded in 2011 and headquartered in New York, FTAI Aviation specializes in leasing commercial aircraft and jet engines, as well as providing maintenance and aftermarket products, particularly focusing on CFM56 and V2500 engines [5].